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Litman Gregory Masters Funds changes name to PartnerSelect Funds and launches new fund


Litman Gregory Masters Funds, an affiliate of wealth management firm Litman Gregory Asset Management, has changed its name to PartnerSelect Funds. The new name better represents its mission to identify and select high-quality managers from around the world to offer financial advisors, institutional clients, and individual investors unique strategies that seek to add value through active management and high active share.

“Our focus as an independent advisor is on finding managers that we believe can deliver exceptional results to clients. We chose the name because it reflects our objective to partner with distinctive managers who possess an edge in seeking to beat an index, and to partner with sophisticated investors seeking value-added strategies unavailable anywhere else,” says Steve Savage, Litman Gregory CEO.

The first new offering under the PartnerSelect name is a focused portfolio with a proven track record in an inefficient space. Launched on 31 July, PartnerSelect SBH Focused Small Value Fund is led by Segall Bryant & Hamill’s Mark Dickherber and Shaun Nicholson, skilled portfolio managers who specialise in small-company value investing. What differentiates this strategy is the managers’ ability, through fundamental analysis, to identify the building blocks of higher profitability for a company before they are recognised by the market.

“Our conviction in the SBH team as strong stewards of capital and outstanding investors is extremely high and supported by an exceptional track record,” says Senior Research Analyst Jack Chee. “This strategy is unique to the mutual fund market and an example of the value PartnerSelect Funds intends to bring to the marketplace.”

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